Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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🌎#fx
USDCNY = 6.9706
βš οΈπŸ‡ΊπŸ‡Έ#realestate #us
the total value of US homes was $45.3T at the end of 2022, down 4.9% - details
πŸ›’πŸŒŽ#oil #markets #world
global oil supply and demand
β€”β€”β€”β€”β€”β€”β€”β€”β€”-
Morgan sees oil market surplus in 1Q 23, deficit in 2H 2023
πŸ›’πŸ‡ͺπŸ‡Ί#gas #europe #markets
a cold snap will sweep across western Europe this week, potentially boosting natural gas demand as the heating season enters its final month β€” BBG
⚠️πŸ‡ͺπŸ‡Ί#inflation #europe #macro
BBG: the core consumer price index Core CPI (excluding energy and food prices) in Europe stubbornly refuses to go down
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Kazaks (ECB): core CPI is a key indicator of price changes #monetarypolicy
⚠️🌎#markets #bonds #world #warning
the record-breaking global bond market rally since the start of this year has fizzled out as mounting signs of persistent inflation force investors to reverse their views on the likely future path of interest rate rises β€” FT
βš οΈπŸ‡¦πŸ‡Ί#recession #australia #monetarypolicy
Australia recession risk rises as Reserve Bank of Australia seen hiking β€” BBG
β—οΈβœ΄οΈπŸ‡ΊπŸ‡Έ#regulation #crypto #ban #us
US is not considering outright banning of crypto activities. It's critical to put in place a strong regulatory framework for crypto β€” Yellen at G20
βš οΈπŸ‡ΊπŸ‡Έ#us #recession #earningsseason #markets #warning #opinion
USB believes that US corporate earnings signals a "hard landing" rather than a "soft landing" for the economy.
πŸ‡¨πŸ‡³#cars #china #macro
Chinese passenger car exports break record
πŸ‡ΊπŸ‡Έ#debt #us #monetarypolicy
Apollo: US government interest payments have double
βš οΈπŸ‡ΊπŸ‡Έ#debt #us #monetarypolicy #opinion #markets #warning
BofA said that high rates will result in a staggering increase in interest payments on America's $31T debt and the next bull market in US stocks won't happen until the Fed cuts interest rates to bail out the US government

#stocks Goldman, Morgan, and JPMorgan are warning that stocks are headed for a second wave of pain

#recession a bear market in stocks typically ends during a recession, not after one β€” BMO
πŸŒ•βœ΄οΈ#crypto #gold #liquidity #correlation #macro
Cross Border Capita: correlation between crypo+gold and global liquidity
πŸ’₯β—οΈπŸŒŽ#markets #world #liquidity
βš οΈπŸ‡ΊπŸ‡Έ#economy #us #recession #forecast #history #warning
in 1970s many economists also predicted "soft landing" for the US economy. Well, as usual, something goes wrong ...
🌎#fx
USDCNY = 6.9349